Hi Takawira

As each clients performance process differs we usually refer this as a consultation, as a complete client discussion needs to take place.

Please advise if I can action this for you?

Alternatively I can recommend training on the new performance contract for you. 

Hi Heleen,

Is there no standard guide for a setup for the purpose of preparing a demo to a client. I have a document we received when the feature was introduced but did not use it in a practical way since i didn't have a client wanting it done in WebSS. Now, i would like to set it up within my test environment for the purpose of showing a client.

PS: I already know how to setup Performance reviews in Sage 300 People as well as via WebSS. It is just this feature i need assistance on.

Thank you